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Scheme Information
Investment Objective
The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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About Sahara Banking and Financial Services Fund (DP-6M)
About Sahara Banking and Financial Services Fund (DP-6M)
Sahara Banking and Financial Services Fund (DP-6M) is a sectoral / thematic - bfsi equity fund and has delivered an annualised return of 13.6% over a period of 13 years ..The fund is managed by Sahara Asset Management Co Pvt. Ltd..The fund manager’s name is Khozem Jabalpurwala.
Sahara Banking and Financial Services Fund (DP-6M) Investment Objective
The investment objective would be to provide long term capital appreciation through investment in equities and equities related securities of companies whose business comprise of Banking / financial services ,either in whole or in part. However, there is no assurance that the objective of the scheme will be realized.
Sahara Banking and Financial Services Fund (DP-6M) NAV,AUM,Risk
The Sahara Banking and Financial Services Fund (DP-6M) fund was launched on Sep 16, 2008. The NAV (Net Asset Value) of this sectoral / thematic - bfsi equity as of 2020-03-26 is ₹ 15.39050. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 4.246. The category risk of the Sahara Banking and Financial Services Fund (DP-6M) fund is High Risk.
The fund charges 2.67 % as expense ratio.
Sahara Banking and Financial Services Fund (DP-6M) Holdings
The fund’s highest allocation is towards equity and has invested 97.5% in this asset class.
Sahara Banking and Financial Services Fund (DP-6M) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
Sahara Banking and Financial Services Fund (DP-6M) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty Bank TR INR
Sahara Banking and Financial Services Fund (DP-6M) Review
Sahara Banking and Financial Services Fund (DP-6M) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance. As compared to the other funds in its category, Sahara Banking and Financial Services Fund (DP-6M) has a score of 0 out of 5.
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
